Purchases and Sales Made in Q2 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE DIVIDEND GROWTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
246+ 1.49% |
$13.6K - $15.7K
|
16.7K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
238+ 4.4% |
$13.1K - $15.2K
|
5.65K
$385K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
238New |
$13.1K - $15.2K
|
238
$16.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
231+ 1.76% |
$12.8K - $14.8K
|
13.4K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
229+ 1.59% |
$12.6K - $14.6K
|
14.7K
$998K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
222+ 13.52% |
$12.3K - $14.2K
|
1.86K
$127K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
216+ 0.87% |
$11.9K - $13.8K
|
25.2K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
212New |
$11.7K - $13.6K
|
212
$14.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
207New |
$11.4K - $13.2K
|
207
$14.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
205+ 2.7% |
$11.3K - $13.1K
|
7.8K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
200+ 1.66% |
$11K - $12.8K
|
12.3K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 196.08% |
$11K - $12.8K
|
302
$20.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
185+ 2.96% |
$10.2K - $11.8K
|
6.45K
$439K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
181+ 1.41% |
$9.99K - $11.6K
|
13K
$885K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
180+ 0.61% |
$9.94K - $11.5K
|
29.9K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
180New |
$9.94K - $11.5K
|
180
$12.3K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
166New |
$9.17K - $10.6K
|
166
$11.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$8.84K - $10.2K
|
160
$10.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
154+ 1.58% |
$8.5K - $9.85K
|
9.89K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
148+ 14.52% |
$8.17K - $9.46K
|
1.17K
$79.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
147+ 0.17% |
$8.12K - $9.4K
|
84.5K
$5.75M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
138+ 2.09% |
$7.62K - $8.82K
|
6.74K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
135+ 56.72% |
$7.45K - $8.63K
|
373
$25.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
135+ 1.35% |
$7.45K - $8.63K
|
10.1K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
131+ 0.17% |
$7.23K - $8.38K
|
76.8K
$5.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
121New |
$6.68K - $7.74K
|
121
$8.24K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
115+ 2.29% |
$6.35K - $7.35K
|
5.14K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
114+ 0.34% |
$6.3K - $7.29K
|
33.4K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
110+ 0.5% |
$6.07K - $7.03K
|
21.9K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 3.67% |
$5.74K - $6.65K
|
2.94K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.6% |
$5.52K - $6.39K
|
6.33K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
100+ 0.03% |
$5.52K - $6.39K
|
315K
$21.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
100+ 0.74% |
$5.52K - $6.39K
|
13.7K
$932K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
98+ 1.59% |
$5.41K - $6.27K
|
6.27K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
97+ 2.48% |
$5.36K - $6.2K
|
4.01K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 4.62% |
$5.3K - $6.14K
|
2.18K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
95+ 0.37% |
$5.25K - $6.07K
|
25.6K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
93New |
$5.14K - $5.95K
|
93
$6.33K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
92+ 0.92% |
$5.08K - $5.88K
|
10.1K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
83New |
$4.58K - $5.31K
|
83
$5.65K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
80+ 0.35% |
$4.42K - $5.12K
|
23.2K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
74+ 1.84% |
$4.09K - $4.73K
|
4.09K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
69+ 0.06% |
$3.81K - $4.41K
|
115K
$7.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
67+ 0.16% |
$3.7K - $4.28K
|
42.6K
$2.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
64+ 0.27% |
$3.53K - $4.09K
|
23.5K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$3.48K - $4.03K
|
63
$4.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59+ 3.66% |
$3.26K - $3.77K
|
1.67K
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
57+ 0.8% |
$3.15K - $3.64K
|
7.16K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
57+ 0.18% |
$3.15K - $3.64K
|
31.9K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
57+ 0.12% |
$3.15K - $3.64K
|
47.1K
$3.21M
|